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Business Support Administrator
Salary Area Job Ref Consultant Sector
£20,000 pa full time equivalent Derbyshire AL727 Angela Liscombe Financial Services Administration

Description

Business Support Administrator – Wealth Management

Nr Derby (our ref AL727)

Part time role – 3 – 4 days per week

Salary: c£20,000 per annum (full time equivalent)

 

My client is a high profile, Wealth Management company, based near Derby, and they are looking to appoint a Business Support Administrator, to provide administrative support to the Principal, Senior Paraplanner and the Practice Manager.

Key responsibilities and accountabilities:

·         To apply for the Letters of Authority/Policy Services and follow these procedures through until completion. 

·         To obtain information from product providers on existing client policies as required

·         To assist with the initial report process for the Principal and the paraplanners.

·         Update IT database on receipt of Client Review Update Questionnaire.

·         Check all suitability letters produced by the paraplanners prior to business submission and get the packs ready for presentation to the client.

·         Process all trust documentation as directed by the paraplanners and follow through to issue stage.

·         To deal with administration relating to death certificates, changes of trustees, changes of client address and deeds.

·         To cover for the Practice Manager during holidays and be the first point of contact for incoming telephone calls when the Practice Manager is unavailable.

·         Comply with FSA regulations, compliance, T&C, TCF, AML and financial crime procedures at all times.

·         To keep an up-to-date record of any training and development undertaken

·         To keep up-to-date with current legislation changes.

·         To work as part of the administration team and be flexible, by prioritising tasks and having discussions with paraplanners on a regular basis.

 

The Person:

 

·         Previous experience working within a financial services / wealth management organisation

·         Understanding of life, pension and investment products

·         Professional manner, with outstanding client skills

·         IT literate

·         Accurate and able to work to deadlines

·         CII qualifications will be a distinct advantage

 

If this role is of interest, please apply with an up to date CV, in confidence, to Angela Liscombe at North Oak Recruitment.

 

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.